Attention All PTA Units!
If you have not filed for your Charitable Trust number you are late!
The current turn around time from the Attorney General's office is 5 to 6 months.
Any non-profit in California that does not have a charitable trust number by December will be subject to penalties including fees starting at $250, having to file 5 years worth of back financial records, and possible revocation of your non-profit status. You will also no longer be able to get bylaws approval without proof of filing.
If you have not filed, you must do so within the next month in order to get your number by the December deadline. We are requiring all units to be in compliance with this deadline by April 20th.
The procedure will be as follows:
1) Download the Charitable Trust application from the link below along with the "How to" sheet.
2) After filling it out, make two copies. Keep one for your records and mail one to the 12th District Treasurer through the 12th District mailbox. The address is:12th District PTA, PO Box 6771, Thousand Oaks, CA 91359.
3) Mail the original along with a copy of your bylaws and a check for $25 made out to the Department of Justice to the address on the top of the Charitable Trust application.
If your bylaws are out of date, you will be contacted by the 12th District Parliamentarian, Wendy Laufer to update them immediately.
NEW Update!!!!!!!
You will also need to fill out a RRF-1 form for the 2010 fiscal year (7/1/10-6/30/11) and send it along with a copy of your 990 tax filing (if you grossed more the $50,000) and an additional fee of $25 (if you grossed more the $25,000, no fee if you made less) to the same address. You can put them in the same envelope with the initial charitable trust filing.
